Sequoia Financial Advisors, LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1599900
Akron, OH
Position in CFG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,091,247
+$1,126,211 QoQ
Shares Held
58,388
+18.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#300
of 1,095 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $135,252,446 across 127 Banks - Regional names. CFG ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
638,779 | $11,325,551 | |
| 2 | USB |
US Bancorp De
|
162,867 | $9,837,166 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
99,262 | $6,867,937 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
24,717 | $6,085,819 | |
| 5 | WAL |
Western Alliance Bancorporation
|
65,552 | $5,388,374 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
This page
|
58,388 | $4,091,247 | |
| 7 | TFC |
Truist Financial Corp
|
73,813 | $3,677,363 | |
| 8 | IBN |
Icici Bank Ltd
|
107,529 | $3,121,566 |
All Filings in CFG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,091,247 | 58,388 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,965,036 | 49,442 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,602,632 | 44,558 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,958,467 | 36,841 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,431,776 | 31,995 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,012,532 | 24,714 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,001,053 | 22,876 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $766,817 | 18,671 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $670,518 | 18,610 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $642,115 | 17,694 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,321,887 | 70,063 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $333,901 | 12,459 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $320,132 | 12,275 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $236,416 | 6,005 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $228,915 | 6,414 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $317,672 | 7,008 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $257,229 | 5,444 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $204,304 | 4,454 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $219,116 | 4,963 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||